BUFX vs PEX
Comparison between FT Vest Laddered Enhance & Moderate Buffer ETF (BUFX, ETF) and ProShares Global Listed Private Equity ETF (PEX, ETF).
BUFX vs PEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BUFX
$12M
PEX
$12M
Expense Ratio
Winner
BUFX
0.96%
PEX
2.95%
Max Drawdown
Winner
BUFX
2.87%
PEX
61.49%
Sharpe Ratio
Winner
BUFX
1.51
PEX
-1.04
5Y Beta
Winner
BUFX
0.30
PEX
0.74
5Y Dividends CAGR
BUFX
N/A
PEX
5.41%
BUFX vs PEX - Holdings Comparison
BUFX and PEX have 0 common holdings. Overlap is 0.00%
BUFX's top 25 holdings weight is 99.97%. PEX's top 25 holdings weight is 93.92%.
| Rank | BUFX | PEX |
|---|---|---|
| #1 | FT VEST US EQ ENH & MOD BUF ETF-FEB (XFEB) - 8.44% | ARES CAPITAL CORP (ARCC) - 10.13% |
| #2 | FT VEST US EQ ENH & MOD BUF ETF-JAN (XJAN) - 8.43% | 3I GROUP ORD (n/a) - 8.78% |
| #3 | FT VEST US EQ ENH & MOD BUF ETF-OCT (XOCT) - 8.42% | ONEX CORP SHS SUBORD.VOTING (ONEXF) - 8.28% |
| #4 | FT VEST US EQ ENH & MDT BFR ETF DEC (XDEC) - 8.40% | SOFINA SA (n/a) - 7.33% |
| #5 | FT VEST US EQ ENH & MOD BUF ETF-NOV (XNOV) - 8.40% | MAIN STREET CAPITAL CORP (MAIN) - 7.05% |
| #6 | FT VEST U.S. EQ ENH & MODBUFETF-SEP (XSEP) - 8.37% | HERCULES CAPITAL INC (HTGC) - 4.54% |
| #7 | FT VEST U.S. EQ ENH & MODBUFETF-AUG (XAUG) - 8.33% | FS KKR CAPITAL CORP (FSK) - 4.49% |
| #8 | FT VEST U.S. EQ ENH & MODBUFETF-MAR (XMAR) - 8.33% | GOLUB CAPITAL BDC INC (GBDC) - 4.46% |
| #9 | FT VEST U.S. EQ ENH & MODBUFETF-JUL (XJUL) - 8.29% | EURAZEO SE (n/a) - 4.09% |
| #10 | FT VEST US EQ ENH&MOD BFFR ETF JUNE (XJUN) - 8.20% | WENDEL SE (n/a) - 4.05% |
| #11 | FT VEST US EQ ENH & MOD BUF ETF-MAY (XMAY) - 8.19% | HGCAPITAL TRUST ORD (n/a) - 3.36% |
| #12 | FT VEST US EQ ENH & MOD BUF ETF-APR (XAPR) - 8.17% | HBM HEALTHCARE INVESTMENTS AG ORD (n/a) - 2.88% |
| #13 | N/A | SIXTH STREET SPECIALTY LENDING INC (TSLX) - 2.74% |
| #14 | N/A | KINNEVIK AB CLASS B (n/a) - 2.58% |
| #15 | N/A | GIMV NV (n/a) - 2.38% |
| #16 | N/A | CAPITAL SOUTHWEST CORP (CSWC) - 2.37% |
| #17 | N/A | MOLTEN VENTURES ORD (n/a) - 2.24% |
| #18 | N/A | OAKTREE SPECIALTY LENDING CORP BDC (OCSL) - 1.78% |
| #19 | N/A | MIDCAP FINANCIAL INVESTMENT CORP (MFIC) - 1.67% |
| #20 | N/A | GOLDMAN SACHS BDC INC (GSBD) - 1.64% |
| #21 | N/A | OAKLEY CAPITAL INVESTMENTS ORD (n/a) - 1.55% |
| #22 | N/A | PROSPECT CAPITAL CORP (n/a) - 1.45% |
| #23 | N/A | SYNCONA ORD (n/a) - 1.44% |
| #24 | N/A | BARINGS BDC INC (BBDC) - 1.36% |
| #25 | N/A | RATOS AB CLASS B (n/a) - 1.28% |
| Total Holdings | 12 | 37 |
BUFX vs PEX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BUFX
+0.66%
PEX
-6.33%
3M
Winner
BUFX
+3.40%
PEX
-4.15%
6M
Winner
BUFX
+4.29%
PEX
-11.98%
1Y
Winner
BUFX
+9.47%
PEX
-13.17%
5Y(CAGR)
BUFX
N/A
PEX
-1.10%
10Y(CAGR)
BUFX
N/A
PEX
+4.09%
Max(CAGR)
Winner
BUFX
+10.05%
PEX
+4.79%
BUFX vs PEX - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | BUFX | PEX |
|---|---|---|
| 2026 | +3.54% | -12.50% |
| 2025 | +5.62% | -0.19% |
| 2024 | N/A | +14.44% |
| 2023 | N/A | +22.35% |
| 2022 | N/A | -26.34% |
| 2021 | N/A | +28.42% |
| 2020 | N/A | -1.53% |
| 2019 | N/A | +25.08% |
| 2018 | N/A | -14.77% |
| 2017 | N/A | +14.28% |
| 2016 | N/A | +12.41% |
| 2015 | N/A | +4.90% |
| 2014 | N/A | -1.19% |
| 2013 | N/A | +21.63% |
BUFX vs PEX Drawdown Comparison
The maximum drawdown for BUFX was -2.87%, occurring on Mar 30, 2026. Recovery took 29 trading sessions.
The maximum drawdown for PEX was -49.17%, occurring on Mar 23, 2020. Recovery took 235 trading sessions.
The current BUFX drawdown is -0.59%. The current PEX drawdown is -20.88%.
| Rank | BUFX | PEX |
|---|---|---|
| #1 | -2.87% Feb 25, 2026 - Apr 8, 2026 | -49.17% Feb 13, 2020 - Jan 20, 2021 |
| #2 | -1.21% Nov 11, 2025 - Nov 26, 2025 | -36.61% Nov 12, 2021 - Sep 26, 2024 |
| #3 | -0.70% Jan 27, 2026 - Feb 9, 2026 | -24.70% Jul 23, 2025 - Mar 27, 2026 |
| #4 | -0.67% Oct 6, 2025 - Oct 20, 2025 | -20.07% Jan 26, 2018 - Nov 4, 2019 |
| #5 | -0.59% Jul 28, 2025 - Aug 6, 2025 | -19.51% Jul 7, 2014 - Jun 8, 2016 |
| #6 | -0.59% Jun 4, 2026 - Jun 5, 2026 | -18.43% Feb 19, 2025 - Jul 8, 2025 |
| #7 | -0.52% Oct 27, 2025 - Nov 11, 2025 | -10.18% Jun 8, 2016 - Aug 18, 2016 |
| #8 | -0.50% Feb 9, 2026 - Feb 25, 2026 | -9.02% May 21, 2013 - Jul 19, 2013 |
| #9 | -0.49% Jan 16, 2026 - Jan 26, 2026 | -7.19% Dec 30, 2013 - Jun 25, 2014 |
| #10 | -0.43% Aug 18, 2025 - Aug 22, 2025 | -6.11% Sep 6, 2016 - Dec 6, 2016 |
| #11 | -0.37% Apr 17, 2026 - Apr 27, 2026 | -5.89% Mar 15, 2013 - Apr 29, 2013 |
| #12 | -0.23% Oct 21, 2025 - Oct 24, 2025 | -5.20% Jul 19, 2013 - Oct 17, 2013 |
| #13 | -0.23% May 1, 2026 - May 5, 2026 | -4.65% Oct 12, 2017 - Jan 12, 2018 |
| #14 | -0.21% Dec 8, 2025 - Dec 10, 2025 | -4.18% Jun 11, 2021 - Jul 23, 2021 |
| #15 | -0.21% Dec 11, 2025 - Dec 19, 2025 | -4.00% May 7, 2021 - May 21, 2021 |
Correlation
Correlation between BUFX and PEX is -0.79 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.79
-101
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